Can I invest in SIP and Lumpsum in Motilal Oswal Small Cap Fund - Direct (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in Motilal Oswal Small Cap Fund - Direct (IDCW). Minimum lumpsum investment Motilal Oswal Small Cap Fund - Direct (IDCW) is ₹500 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Motilal Oswal Small Cap Fund - Direct (IDCW) Direct Growth?

The latest NAV (Net Asset Value) of Motilal Oswal Small Cap Fund - Direct (IDCW) is Motilal Oswal Small Cap Fund - Direct (IDCW) is ₹15.10 as on 2025-01-01.

Which are the biggest stock holdings of Motilal Oswal Small Cap Fund - Direct (IDCW)?

The 5 biggest stock holdings of Motilal Oswal Small Cap Fund - Direct (IDCW) are: Va Tech Wabag (4.22%), Vijaya Diagnost. (3.54%), Shaily Engineer. (3.43%), Styrenix Perfor. (3.26%), V-Guard Industri (3.25%)

What are the top sectors Motilal Oswal Small Cap Fund - Direct (IDCW) invests in?

A majority of Motilal Oswal Small Cap Fund - Direct (IDCW) 's AUM worth ₹3,166.26 (Cr) is invested in these 3 top sectors: Consumer Durables : 12.86% Electrical Equipments : 12.85% Debt : 7.78%

Mutual Funds
Motilal Oswal Small Cap Fund - Direct (IDCW)

Motilal Oswal Small Cap Fund - Direct (IDCW)

Small Cap Fund

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NAV
15.10(1.04%)
Fund Size (CR)
₹3,166.26
Expense Ratio
0.42
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
48.41%

Absolute Return: 6.38%

Annualized Return: 0%

Basic Details

Scheme Manager

Ajay Khandelwal

Bench Mark

Nifty Smallcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10011.61	0.12%	-	0.15%	41/118
1 Month	29 November 2024	10292.32	2.92%	-	0.04%	6/118
3 Month	30 September 2024	10632.01	6.32%	-	-2.84%	2/114
6 Month	28 June 2024	12167.41	21.67%	-	6.02%	2/114
1 Year	29 December 2023	14793.98	47.94%	47.94%	27.84%	2/110
3 Year	-	-	0%	-	22.41%	-/-
5 Year	-	-	0%	-	31.92%	-/-
Since Inception	26 December 2023	14921.50	49.21%	48.41%	23.74%	2/118

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	161227.35	24.02%	24.02%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.35%

Standard Deviation

0.59%

Beta

2.93%

Sharpe Ratio

0.19%

Treynor's Ratio

21.74%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Va Tech Wabag	4.22%	744812	133.69	Equity	Infrastructure Developers & Operators
Vijaya Diagnost.	3.54%	959436	111.93	Equity	Healthcare
Shaily Engineer.	3.43%	837200	108.61	Equity	Plastic products
Styrenix Perfor.	3.26%	409199	103.19	Equity	Petrochemicals
V-Guard Industri	3.25%	2471408	103.05	Equity	Capital Goods - Electrical Equipment
CCL Products	3.24%	1296344	102.60	Equity	Plantation & Plantation Products
Karur Vysya Bank	3.15%	4212432	99.65	Equity	Banks
Triveni Turbine	2.91%	1198426	92.00	Equity	Capital Goods - Electrical Equipment
Pricol Ltd	2.82%	1848758	89.43	Equity	Auto Ancillaries
V-Mart Retail	2.79%	223340	88.31	Equity	Retail

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal Small Cap Fund - Direct (IDCW)	3166.26	2.92%	6.32%	21.67%	47.94%	-
Motilal Oswal Small Cap Fund - Direct (G)	3166.26	2.92%	6.32%	21.68%	47.94%	-
Motilal Oswal Small Cap Fund - Direct (IDCW)	3166.26	2.92%	6.32%	21.67%	47.94%	-
Bandhan Small Cap Fund - Direct (G)	9248.28	-0.66%	-3.51%	14.29%	44.35%	29.48%
Bandhan Small Cap Fund - Direct (IDCW)	9248.28	-0.66%	-3.51%	14.29%	44.35%	29.35%
LIC MF Small Cap Fund - Direct (G)	411.35	0.59%	-0.67%	7.39%	40.02%	25.28%

News

Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 24 December 2024

Change in Fund Managers of the Scheme:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
Motilal Oswal Manufacturing Fund - For Equity Component	Mr. Ajay Khandelwal Mr. Santosh Singh Mr. Atul Mehra	Mr. Ajay Khandelwal Mr. Atul Mehra Mr. Bhalchandra Shinde - Associate Fund Manager
Motilal Oswal Asset Allocation Passive Fund of Fund ' Conservative ' (For Equity including overseas Index/ETFs & Gold passive funds)	Mr. Rouhak Shah	Mr. Bhalchandra Shinde
Motilal Oswal Asset Allocation Passive Fund of Fund ' Aggressive ' (For Equity including overseas Index/ETFs & Gold passive funds)	Mr. Rouhak Shah	Mr. Bhalchandra Shinde
Motilal Oswal Gold and Silver ETFs Fund of Funds	Mr. Rakesh Shetty	Mr. Bhalchandra Shinde

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Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 27 December 2024

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
Motilal Oswal Arbitrage Fund	0.25% - If redeemed within 30 days from the day 0 of allotment. Nil - If redeemed after 30 days from the day of allotment.	0.25% - If redeemed within 15 days from the day of allotment. Nil - If redeemed after 15 days from the day of allotment.

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Motilal Oswal MF announces change in Fund Manager of the following schemes

Motilal Oswal Mutual Fund has announced change in Fund Managers of the following schemes with effect from: 20 December 2024

Change in Fund Managers of the Scheme:

Scheme Name	Existing Structure for Equity Component	Revised Structure for Equity Component
Motilal Oswal Arbitrage Fund	Niket Shah Atul Mehra Santosh Singh Ajay Khandelwal	Vishal Ashar Niket Shah Atul Mehra
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund	Swapnil Mayekar	Swapnil Mayekar Associate Fund Manager Dishant Mehta
Motilal Oswal Nifty MidSmall Financial Services Index Fund	Swapnil Mayekar	Swapnil Mayekar Associate Fund Manager Dishant Mehta
Motilal Oswal Nifty MidSmall India Consumption Index Fund	Swapnil Mayekar	Swapnil Mayekar Associate Fund Manager Dishant Mehta
Motilal Oswal Nifty MidSmall Healthcare Index Fund	Swapnil Mayekar	Swapnil Mayekar Associate Fund Manager Dishant Mehta
Motilal Oswal Nifty Capital Market Index Fund	Swapnil Mayekar	Swapnil Mayekar Associate Fund Manager Dishant Mehta
Motilal Oswal Microcap 250 Index Fund	Swapnil Mayekar Associate Fund Manager Dishant Mehta	Swapnil Mayekar Associate Fund Manager Dishant Mehta Rakesh Shetty ' Debt Component

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Fund House Details & Investment Objective

Date of Incorporation

5 December 2023

Total AUM (Cr)

₹3166.26

Motilal Oswal Small Cap Fund - Direct (IDCW) is an Small Cap Fund-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in 5 December 2023, this fund is managed by Ajay Khandelwal. With assets under management (AUM) worth ₹3,166.26 (Cr), as of 1 January 2025, Motilal Oswal Small Cap Fund - Direct (IDCW) is categorized as a Small Cap Fund within its segment. The fund has generated a return of 48.41% since its launch.
The current NAV of Motilal Oswal Small Cap Fund - Direct (IDCW) is ₹15.1, as on 1 January 2025. The fund's benchmark index is Nifty Smallcap 250 TRI. You can invest in Motilal Oswal Small Cap Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 93.13% in Equity, 5.18% in Debt and 1.69% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.86% in Consumer Durables, 12.85% in Electrical Equipments, 7.78% in Debt, 6.85% in Retailing, 6.29% in Healthcare Services

FAQs

How to Invest in Motilal Oswal Small Cap Fund - Direct (IDCW) Direct Growth?

Motilal Oswal Small Cap Fund - Direct (IDCW) is a popular fund in the Small Cap Fund segment. The fund has generated a return of 48.41% since inception. Looking to invest in Motilal Oswal Small Cap Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Motilal Oswal Small Cap Fund - Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Motilal Oswal Small Cap Fund - Direct (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Motilal Oswal Small Cap Fund - Direct (IDCW) today and reap the benefits of this Small Cap Fund fund!

How much returns has Motilal Oswal Small Cap Fund - Direct (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, Motilal Oswal Small Cap Fund - Direct (IDCW) has generated annualised return of 47.94%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 48.41% returns.

What is the expense ratio of Motilal Oswal Small Cap Fund - Direct (IDCW) Direct Growth?

The expense ratio of Motilal Oswal Small Cap Fund - Direct (IDCW) Direct Growth is 0.42%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Motilal Oswal Small Cap Fund - Direct (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Motilal Oswal Small Cap Fund - Direct (IDCW) is ₹3,166.26 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Motilal Oswal Small Cap Fund - Direct (IDCW) Direct Growth?

Redeeming or selling units of Motilal Oswal Small Cap Fund - Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Motilal Oswal Small Cap Fund - Direct (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Motilal Oswal Small Cap Fund - Direct (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).